New Client Assessment Form for Petpreneurs!

Welcome to Dogaholics Consulting!

Together, we'll help you go from working like a dog to LIVING THE TOP DOG LIFE!

Below is our new client assessment form. It's critical you are brutally honest with me in your responses. Don't hold back about anything. Don't skip a question and don't fudge the numbers. Having built my own business, I can guarantee there is no number too low and no energy, attitude or challenge that I haven't had to overcome myself. All the information you share will be kept confidential between us.

I'm excited to get to know you better and help you sky rocket your business!

Woofs & Wags,

Candace

Candace D'AgnoloCEO, Dogaholics

TIPS ABOUT THIS FORM

Please fill out the below web form fields and have it submitted to me one week before our scheduled strategy session if possible. Since this is a web form, you'll need to complete it in one sitting. If you want to work on it in chunks, I recommend typing your responses in a Word document, then copy and paste them when you're finished back into the web form. If a field is required (*) and the question isn't relative to your business, just type N/A or 0.

PERSONAL INFO

Name *

Name

First Name

Last Name

Cell Phone *

Cell Phone

(###)

###

####

Best Private Email Address to Reach Me *

My Address

My Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Preferred Method of Communication *

Let me tell you a little about myself! This is what I love to do in my spare time... Where my favorite place is in my hometown...And I'll even tell you where my favorite place is in the whole world!

Before I became an entrepreneur, my previous career/work experiences were...

My Birthday!

My Birthday!

MM

DD

YYYY

BUSINESS DETAILS

Business Name

My Title

Business Phone

Business Phone

If different than your cell...

(###)

###

####

Business Address

Business Address

If different from above...

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Website

http://

Facebook Page Link & Approximate # of Likes:

Instagram Handle & Approximate # of Followers

Other social media outlets I use, the direct link and the # of followers you have...

# of Employees (Break out Full Time, Part Time & Virtual Help)

Let me tell you about my business, like you've never heard about it or seen it...

Share with me what you do, offer, sell. How do you help people?

CLIENTS / CUSTOMERS

My clients are...

What type of customer makes up the majority of your sales? Describe them to me as best you can in generalizations (i.e: distributor, consumer, retailer, service business, online shopper, geography, age range, gender, approximate income, interests, etc). Share with me as much as you can - even if some are hypothetical generalizations.

Are these the types of customers you want? Are they your ideal clients? If yes, tell me why. If not, please share what type of customer you want to work with and why.

I track the following information about my customers?

PRICING & SALES

I determine my prices by...

Share with me any formulas you use, strategies, techniques, guessing, for how you determine what to charge your clients.

Average Daily Sales

$

Average Weekly Sales

$

Average Monthly Sales

$

Annual Gross Revenue (YTD)

$

Personal Income/Perks (YTD)

For example - money, dog food, pet sitting, car, phone, etc - anything the business is paying for that you are benefitting from

$

Annual Gross Revenue (LY)

$

Personal Income/Perks (LY)

For example: money, dog food, pet sitting, car, phone, etc - anything the business is paying for that you are benefitting from

$

I want to generate these sales and get this much personal income in the next 6-12 months?

First, think about each of those categories above (daily, weekly, monthly and tell me what you think is a realistic increase to achieve in those areas in the next 6-12 months.
Second, think about the type of income you want to bring into your life and share with me how much more you want to be taking and putting into your own pocket.

MY GOALS

I really want...

Think about your life and business. What is it that you really want? How should your business serve you? How do you want to be spending your time? Share with me.

My current greatest challenge for making that happen for me is...

Explain in as much detail as you can.

The greatest opportunity available to me right now is...

Explain is as much detail as you can.

In the last 12 months, this has gone really well for me and/or the business...

In the last 12 months, this has not gone well for me and/or the business...

If I had a magic want, these are the three things I would change about my business...

If I had a magic want, these are the three things I would change about myself in regards to business...

FOR OUR STRATEGY SESSION

These are the specific agenda items I want to make sure we cover in our strategy session...

After our strategy session, I want to feel...

I learn the best through...

You can choose more than one, but no more than three. Pick your top one, two or three ways to learn and work.

Listening

Writing it myself

Typing it myself

Reading

Discussion

Diagrams and Drawings

I work best...

Please choose the option that best describes you

In short sessions (30 mins or less)

In long sessions (1-2 hour bursts)

I power through and don't stop until it's done no matter how long it takes

The thing that's the most important for me to accomplish in the next 12 months is...

My big vision for my company is...

What will it look like 1 year from now? 5 years from now? 10 years from now?

LETTING IT ALL OUT

This is what I need you to know about me...

This is what I'm the most afraid of in the next 12 months...

Don't let me get away with...

Please Note...

If there’s more information you’d like to share with me, like a business partner’s contact information or anything else I should know that I haven't asked. Please add those details here.

FORM SUBMISSION CONFIRMATION

Thank you for taking the time to fill all that out! I've received your details and will review in time for our strategy session.

If any thing else comes to mind that you might have left off this form, just take note and we'll have an opportunity to review in the meeting.